Individuals Archives - Page 21 of 40

Individuals

SECURE 2.0 law may make you more secure in retirement

A new law was recently signed that will help Americans save more for retirement, although…

DianaJanuary 5, 2023

Individuals

Renting to a relative? Watch out for tax traps

If you own a home and rent it to a relative, you may be surprised…

DianaJanuary 2, 2023

Individuals

Save for retirement by getting the most out of your 401(k) plan

Socking away money in a tax-advantaged retirement plan can help you reduce taxes and help…

DianaJanuary 2, 2023

Individuals

Selling stock by year-end? Watch out for the wash sale rule

If you’re thinking about selling stock shares at a loss to offset gains that you’ve…

DianaDecember 13, 2022

Individuals

Answers to your questions about taking withdrawals from IRAs

As you may know, you can’t keep funds in your traditional IRA indefinitely. You have…

DianaDecember 6, 2022

Individuals

Strategies for investors to cut taxes as year-end approaches

The overall stock market has been down during 2022 but there have been some bright…

DianaDecember 1, 2022

Individuals

Affordable New Jersey Communities for Homeowners and Renters (ANCHOR)

To all NJ residents - reminder that the deadline for filing your ANCHOR benefit application…

DianaNovember 28, 2022

Individuals

Year-end giving to charity or loved ones

The holiday season is here and many people plan to donate to their favorite charities…

DianaNovember 22, 2022

Individuals

How savings bonds are taxed

Many people have savings bonds that were purchased many years ago. Perhaps they were given…

DianaNovember 16, 2022

Individuals

Adopting a child? Bring home a tax break too

Two tax benefits are available to offset the expenses of adopting a child. In 2022,…

DianaNovember 10, 2022

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Individuals

SECURE 2.0 law may make you more secure in retirement

Renting to a relative? Watch out for tax traps

Save for retirement by getting the most out of your 401(k) plan

Selling stock by year-end? Watch out for the wash sale rule

Answers to your questions about taking withdrawals from IRAs

Strategies for investors to cut taxes as year-end approaches

Affordable New Jersey Communities for Homeowners and Renters (ANCHOR)

Year-end giving to charity or loved ones

How savings bonds are taxed

Adopting a child? Bring home a tax break too

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